The latest report from AppleInsider claims that, after a meeting with CEO Tim Cook and CFO Peter Oppenheimer, Citi analyst Richard Gardner left with the impression that Apple is focusing on iPads, leaving little or no possibility for an ARM-based MacBook Air, which was previously rumored.

Apple doesn’t refer to iPad as a PC, but as a “post-PC device,” leaving the ARM-based tablet distinct from the company’s Intel-based Macs. Gardner further indicated the meeting dispelled the notion that Apple might introduce ARM-based Macs, countering rumors that a new MacBook Air featuring an ARM processor might appear sometime soon.

Gardner cited Cook as alluding to “rapid innovation on the iOS platform” that will “significantly broaden the use case for tablets,” and stated he “walked away from this meeting with the impression that Apple feels iPad satisfies—or will soon satisfy—the needs of those who might have been interested in such a product” as an ARM-based MacBook Air.

The rumors of Apple switching from Intel to ARM-based architectures on Macs left many wondering when they first surfaced online. And whilst it wouldn’t be a surprise to know that Apple has at least tested A5-based MacBook Airs and other sorts of ARM CPUs for portables — of course a company like Apple wants to experiment with as many hardware alternatives as possible — many debated whether it would make sense for the company to switch in the near future, when quad-core ARM processors are seemingly ready for the next-generation of iOS devices.

That Apple doesn’t believe an ARM-based MacBook Air — or, as the competitors would call it, an ARM Ultrabook — would be needed on the market isn’t a surprise, either. Assuming there is a market for users who want a low-power, battery life efficient portable machine in the range of 11″ and 13″ — a machine that, in theory, should be used for tasks such as word processing, lightweight image editing, browsing, and email — Apple believes that market can be satisfied — or will be “soon” satisfied as AppleInsider writes — by the iPad.

From a user’s standpoint, I think Apple’s reasoning here is that, ultimately, someone who’s seeking an 11-inch or even 13-inch machine with the technological perks of the iPad would be better off with an iPad, which is lighter, more portable, and has a richer selection of apps (from Apple’s perspective in looking at simple App Store numbers). There are edge cases, such as people who would strongly argue against iOS’ virtual keyboard, but I believe what Tim Cook is saying here — again, at least according to AppleInsider — is that the hypothetical market for an ARM MacBook Air should just settle with an iPad, as it’s a versatile, innovative machine that will get more feature soon. I don’t always want to look much into reports about interviews out of their original context, but if that “soon” is to be believed, I wouldn’t mind seeing more productivity-oriented software from Apple at the next iPad event — apps such as Aperture and, who knows, maybe even a portable programming suite would be perfect to further showcase the iPad’s capabilities as a “real” PC.

More importantly, Gardner’s “impression” that Apple feels satisfied with the iPad is also backed up by the numbers: in the past quarter alone, Apple sold over 15 million iPads, and “only” 5.2 million Macs. In the amount of time that Apple should spend transitioning a Mac product (the MacBook Air) to a new CPU architecture and getting developers to begin supporting this new “hybrid” machine, the company could easily sell another 20 million iPads. That’s not to say Apple will never switch to ARM (never is a dangerous word) on the desktop and that they haven’t considered it, but I’ve never believed it could happen in a short period of time as some of the early rumors claimed.

Looking at the first quarters of iPad sales and reception, I’d say Tim Cook is right to be focusing on iPads.

As reported by Chris Foreman at Ars Technica, code strings related to Marvell’s ARM-based quad-core CPUs have been found in the latest source code of Clang, Apple’s compiler for Xcode. Specifically, Ars Technica notes Clang shows support for Marvell’s Armada XP processor with an “undefined” open source flag, suggesting that only Apple can internally build code targeted towards such CPU.

A developer who works on low-level ARM assembly coding for security products was the first to alert Ars that support had been added for Armada’s Cortex A9-compatible processors in the latest version of Xcode (a claim that we later confirmed first-hand). The source code for a part of Clang that interprets what CPU type is being targeted for optimization includes a definition for an architecture type of “armv7k” and CPU type “pj4b”. PJ4B is a specially optimized CPU design used in Marvell’s quad-core Armada XP embedded processors. Source code available from the LLVM project, including Apple-specific branches, doesn’t contain any reference to the Marvell design.

There are a number of reasons why Apple would like to test support for ARM-based quad-core CPUs. First is low-power consumption, a characteristic of ARM architectures that has allowed Apple to build mobile devices with amazing battery life. Second is performance — just like the dual-core A5 provides faster graphics and performances than the first-gen A4, it wouldn’t be a surprise to know Apple is testing quad-core processors for the next generation of phones and tablets. On the other hand, the MacBook Airs were rumored earlier this year to be considered as the first Mac model to switch to ARM (again, the rumors mentioned battery life, extreme portability, and other often-quoted ARM advantages), although such transition would require developers to update their OS X applications to work with ARM, possibly only on MacBook Airs to start with. Many doubt Apple will switch Macs to ARM in the short term, especially considering Intel’s upcoming Ivi Bridge and Haswell processors (supposed to tackle the battery life and power consumption issues).

It’s interesting to note, however, that Apple is at least testing ARM-based quad-core CPUs internally, and that these references have made it into Clang’s source code.

According to a new report by Japanese blog Macotakara, Apple is testing internally a new version of the MacBook Air powered by an ARM-based A5 processor and Thunderbolt connectivity. The website reports the machine is made by Quanta Computer, and this speculation comes amidst rumors of a MacBook Air refresh featuring Intel’s Sandy Bridge and Thunderbolt set for a June or July launch.

According to this source who saw live A5 MacBook Air actually, this test machine performed better than expected.

Though it’s not clear which Mac OS X or iOS is pre-installed on this A5 MacBook Air, iOS seems to have difficulty to use features of Thunderbolt without Finder. And even if Mac OS X is installed, developer should spend time to support A5 on Universal Binary Applications. As considering these situation, this A5 MacBook Air seems to be made just for experiment.

The shift to an ARM architecture on OS X would require Apple to rewrite parts of the operating system (though iOS, derived from OS X, runs on ARM chips) and, most of all, third-party developers to update their applications to be universal binaries capable of running both on Intel and ARM CPUs. This would be a resource and time consuming process according to many, similarly to when developers had to switch from PowerPC to Intel years ago, though a recent report claimed that Apple was willing to implement ARM on the desktop, perhaps also offering converting tools and other utilities to make the transition easier. Still, Macotakara seems to suggest this alleged A5-powered Air is being tested as an experiment, which, if true, wouldn’t come out at least until next year; the website correctly pinpointed many of the iPad 2 hardware and design features in the past months, offering credible mockups of the device ahead of its launch.

Could Apple transition from Intel processors to ARM processors within the next few years? A report by SemiAccurate yesterday suggests that, yes, Apple is planning to transition Intel processors off its laptop line in the not too distant future.

They suggest that the transition will take place once ARM has matured onto full 64-bit chips which is expected by mid-2013; likely using something akin to NVidia’s upcoming Denver chips. Furthermore they note:

At that point, Apple can move to ARM without worrying about obsoleting code with an [instruction set architecture] that is on the verge of changing, and no memory overhead worries either. Basically, it looks like the perfect time. Ironically, SemiAccurate’s moles tell us that the boys on infinite loop are planning to move laptops to ARM at about that time. Coincidence? Nope.

Apple isn’t a stranger to the ARM architecture; it has a heavy investment in it with its iOS platform of devices, strengthened recently by its acquisition of ARM designers P.A. Semi and Intrinsity. Whilst ARM has been known for their low power processors, in recent times there have been strong signs that ARM will move into high-performance computing as well – a suggestion strengthened by the announcement of 64-bit chips and NVidia’s “Project Denver“.

Despite the promise of ARM’s power, it still is, like yesterday’s 3D iPad rumor, a rumor that is at this point fairly far-fetched. Apple’s transition from PowerPC to Intel came with some serious amount of engineering and whilst that paid off, it also created compatibility issues. Similarly, if Apple made the transition to ARM processors they would not be able to run existing OS X applications without an emulation layer and it wouldn’t just be Apple that would have to do a lot of work to get everything working, developers too would feel the pain.

As MacRumors points out, SemiAccurate is not a frequent of source of Apple rumors, although the site does point out that they were correct in predicting Apple’s move away from NVidia GPUs in their computers. Meanwhile, earlier this year, at CES, Microsoft demoed an early build of Windows 8 running on ARM processors which does suggest that perhaps Apple and Microsoft have seen the potential in ARM and are willing to go through the hard yards and re-engineer their Operating Systems to run on the ARM architecture.

[Via MacRumors]

If you’re looking to have a little Intel in your iPhone, it may come sooner than you think. Intel is looking to buy Germany-based Infineon’s wireless chips.

Reputable teardown sites make it clear that Infineon silicon plays a pretty important role in the iPad and iPhone 4. UMB TechInsights shows two chips: An Infineon A GSM/W-CDMA transceiver and a baseband processor.

The baseband processor–which handles the 3G connection–is one of the most critical chips. “This processor has HSDPA/HSUPA capabilities of 7.2Mbps/2.9Mbps and the ability to connect to cameras with up to 5 MPixels like the one found on the iPhone 4G (the X-GOLD 618 version),” according to TechInsights. (HSDPA stands for High-Speed Downlink Packet Access. HSUPA is the acronym for High-Speed Uplink Packet Access.)

[via CNET]